FLAHERTY & CRUMRINE Overview

Flaherty & Crumrine Inc is an investment advisor that manages 5 BN dollars in regulatory AUM and has 17 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 55MM in positions, representing 1% of the manager's regulatory AUM.

FLAHERTY & CRUMRINE StockAlpha

-5.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FLAHERTY & CRUMRINE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KMI 33.36% Energy -7.1% -4.48% 0 17%
BCS+A 24.49% Financials 23.13% 0.06% 0 1%
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FLAHERTY & CRUMRINE Founders and Key Employees

Name Title In Position Since
Robert E. Chadwick President & Director September-2014
Bradford S. Stone Executive Vice President, Chief Financial Officer & Director September-2014
Chad C. Conwell Executive Vice President, Chief Legal Officer, Chief Compliance Officer & Director September-2014

FLAHERTY & CRUMRINE Brokers, Custodians, Auditors and Administrators

Type Company

FLAHERTY & CRUMRINE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis

We rely primarily on internally generated research when making investment decisions. Our principal sources of information include the public filings of issuers, annual reports,



Flaherty & Crumrine Incorporated Form ADV Brochure 3
industry data, and interactions with management. In addition, we also consider trade publications, media reports and other research generated by broker-dealers and independent research services and ratings agencies. In generating our research, we analyze both the credit quality of the issuer and the yield spreads among different categories of instruments and the changes in those spreads which may occur as the broad interest rate environment changes over the business cycle. We also study the technical aspects surrounding different types of preferred and debt securities and am...
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FLAHERTY & CRUMRINE Portfolio Concentration

FLAHERTY & CRUMRINE Location

301 E COLORADO BLVD
SUITE 720
PASADENA, California
UNITED STATES, 91101-1911

FLAHERTY & CRUMRINE Contact Information

Phone Number: 626-795-7300
Fax Number: 626-795-0269
Website:

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